Corient Private Wealth
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Corient Private Wealth’s Annaly Capital Management NLY Stock Holding History

Corient Private Wealth’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$968K Buy
43,276
+9,008
+26% +$199K ﹤0.01% 1838
2026
Q1 		$709K Sell
34,268
-3,710
-10% -$84.5K ﹤0.01% 1841
2025
Q4 		$853K Buy
37,978
+173
+0.5% +$3.77K ﹤0.01% 1587
2025
Q3 		$764K Sell
37,805
-29,566
-44% -$613K ﹤0.01% 1558
2025
Q2 		$1.27M Buy
67,371
+27,346
+68% +$520K ﹤0.01% 1253
2025
Q1 		$814K Buy
40,025
+11,219
+39% +$231K ﹤0.01% 1371
2024
Q4 		$527K Buy
28,806
+7,410
+35% +$145K ﹤0.01% 1586
2024
Q3 		$429K Sell
21,396
-623
-3% -$12.5K ﹤0.01% 1821
2024
Q2 		$420K Sell
22,019
-399
-2% -$7.75K ﹤0.01% 1738
2024
Q1 		$441K Sell
22,418
-2,238
-9% -$43.2K ﹤0.01% 1701
2023
Q4 		$478K Sell
24,656
-2,147
-8% -$38.3K ﹤0.01% 1631
2023
Q3 		$504K Sell
26,803
-3,065
-10% -$60.9K ﹤0.01% 1495
2023
Q2 		$598K Buy
29,868
+276
+0.9% +$5.36K ﹤0.01% 1370
2023
Q1 		$566K Buy
29,592
+6,081
+26% +$128K ﹤0.01% 1319
2022
Q4 		$496K Buy
+23,511
New +$463K ﹤0.01% 1146

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Corient Private Wealth's NLY Position: Q2 2026 in Review

Corient Private Wealth increased its Annaly Capital Management (NLY) stake by 26% in Q2 2026, buying an estimated $199K and bringing the position to 43,276 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Corient Private Wealth first reported a position in NLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q2 2025. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Corient Private Wealth held 43,276 shares of Annaly Capital Management worth $968K as of Q2 2026.
  • Corient Private Wealth bought 9,008 Annaly Capital Management shares in Q2 2026, an estimated $199K.
  • Annaly Capital Management made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1838 holding.
  • Corient Private Wealth first reported a position in Annaly Capital Management in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Annaly Capital Management position peaked at $1.27M in Q2 2025.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.